Budget Checking
Compare requests against predefined budgets to prevent overspending.
34 articles
Who can upload/sync budgets to/from Xero?
How to sync a budget with Xero
How to force a budget sync with Xero
How to upload Xero budgets to ApprovalMax
Can I track the Bills being approved with a budget from Xero?
Does ApprovalMax take Xero documents into account during Budget Checking
What Budget Checking filters are available for Xero budgets?
How can I stop syncing budgets?
During what period can ApprovalMax sync budget data from Xero?
Troubleshooting: budgets are not updated in ApprovalMax after being reuploaded in Xero and synced
Does ApprovalMax support Xero Budget Checking in the mobile app?
Can I use Budget Checking as a condition in workflows?
Can I use Budget Checking as an additional approval condition in the matrix?
Do Tracking Categories affect how Budget Checking is applied to requests?
Does ApprovalMax support checking budgets against 0 lines?
Does Budget Checking work with requests in a non-default currency?
Is there a Budget Checking report available?
How can I as an Approver use the Budget Checking feature?
How can I change a Tracking Category for an active budget?
How can I detect if particular costs are being allocated to a wrong or unplanned account?
Why don't I see any Budget Checking in my Bills/Purchase Orders?
How to set up a check period for budgets
How to upload a budget file to ApprovalMax
What is possible with Budget Checking
What is out of scope with the Budget Checking feature v2?
What is the Budget Checking feature?
How to set up Budget Checking with gross or net amounts
Who can see Budget Checking in the request?
What are the statuses that are shown for Budget Checking?
Is there a way to hide budgets from the specified Approvers?
Is there a limit on the number of budgets available for checking?
Negative line items in Budget Checking
Possible reasons why you cannot see Budget Checking in your Bills/Purchase Orders
What are budget check periods?